Apple Car: Navigating the Transition

Also, the transition to another “steady state” in cars will take much time. That’s another reason I didn’t draw Apple coming in after the curve.

Transitions are done best when you can AVOID them. Apple can. And note that done “best” doesn’t mean done “easiest”. You have to master technology, product, and the consumer’s ability to adapt.

Apple’s ability to avoid a transition in its own executives’ mindset, own technology, own manufacturing, and own consumers’ memory is a HUGE plus. Meaningfully counter-balanced, however, by applying its capabilities in new ways to a new category.